Finance advisor jobs in Clarksville, TN - 27 jobs

Financial Advisor The Financial Advisor delivers financial planning services to client base utilizing resources provided by Raymond James Financial Services. This position serves as a point of contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management Manager and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. REQUIRED QUALIFICATIONS: Bachelor's degree 5 years of financial planning and/or investment advisory experience Active Series 7 and 66 licenses Current Life & Health Insurance Licenses Clean U-4 and U-5 history Certified Financial Planner (CFP) and/or Accredited Investment Fiduciary (AIF) preferred Retention of current book goal: 60%+ with ability to achieve a smooth transition for existing book of business to Raymond James Financial Services Experience with servicing high net worth clients Proficiency with Microsoft Office Suite Excellent verbal, written, presentation, and interpersonal communication skills Experience with relationship management and business development with exceptional follow-up skills Attention to detail, critical thinker and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload and meet deadlines in a fast-paced environment Ability and willingness to work with purpose and a strong sense of urgency Self-motivated, positive, and enthusiastic Self-starter with a strong desire to exceed expectations Maintain confidentiality discretion Ability to interact with customers and employees in a friendly and professional manner Ability to effectively work in collaboration with others to achieve business objectives Participate in outside community activities as required working extended hours as needed Willing to grow and be challenged

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 9 out of 10 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

This job posting is anticipated to remain open for 30 days, from 21-Jan-2026. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: * Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. * Salary for the first five years as you begin to build your practice² * A firm-provided branch office in the community * Branch office support to help lighten the load so you can focus on your clients * A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect… * No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in * A compensation package that includes opportunities for commissions, profit sharing and incentive travel * The flexibility that you need to balance your personal and professional lives - the best of both worlds * A culture of continuous improvement and professional development Key Responsibilities * Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). * Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. * Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. * Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. * Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? * An interest in financial services/markets and how they work * Love of learning and challenges, including determination to succeed * Skilled in long-term relationship building * Comfortable in your ability to think critically * Passion for new opportunities Can you see yourself… * Learning to be a financial advisor through our comprehensive training program? * Delivering personalized investment and financial solutions to your clients? * Taking ownership of your business's growth and success? * Meeting professional and personal objectives as they relate to building your practice? * Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: * A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry * Financial services and/or sales experience * Financial services registration, licensing, or certification * Professional and/or military career progression Licensing: * SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. * FINRA registrations required within three months. State insurance licenses will be required. * As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000

The position will start off remote then transition to in office once our corporate office is open in Hendersonville, TN. Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Currently, we have an immediate opening for a Client Services Representative to join our team! The Client Services Representative is responsible for providing high level administrative support which includes general office administration, phone support, meeting scheduling, assigned projects and provides service support for all investment related products to the Financial Advisor and Program Manager. Primary Responsibilities: Handling customer relation issues to assist in both the retention and acquisition of assets under management. Prioritizing client/prospect contacts to maximize sales efforts. Making outbound calls pertaining to warm leads to schedule appointments. This also includes fielding telephone calls, assisting members, and directing visitors. Coordinating all events such as educational and marketing activities to increase awareness of FFCU's investment services. Updating and ensuring member records/files are accurate and complete in accordance with FINRA and SEC compliance standards. Performing other administrative duties such as handling mail, preparing reports, processing new accounts, and providing support to the tracking of referrals of products and services, etc. Basic Qualifications: Education: High school diploma or GED. Licenses/Certifications: Series 7, 63, and 65 or 66 licenses; Bondable through CUSO Financial Services, LP. Previous administrative assistance preferably within the financial services industry. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at ***********************.

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB. Have you ever considered a career where you can help others prepare for life's unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you're thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential. Job Description As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can't be off shored or outsourced. At Capital Financial Group, a MassMutual general agency, you'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. RESPONSIBILITIES • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact gathering and needs analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications JOB REQUIREMENTS • Strong interpersonal skills and customer service focus • Market development/networking abilities • Presentation and organization skills • Strong work ethic, self-motivated and goal-oriented • BA, BS, and/or graduate degree or equivalent work experience required Additional Information CHARACTERISTICS WE LOOK FOR We are consistently looking for the best and brightest talent to join our firm which means we are looking for the individual who: • Conducts business with integrity • Has a high energy level, is confident and competitive • Is likeable, favorably known, and established in the area • Listens well and communicates with excellence • Is self-motivated, disciplined, and shows initiative • Has a strong professional background and business maturity • Has a strong desire to build their own business • Has the ability to prospect • Maintains a positive outlook on the future • Takes 100% responsibility for their actions • Passionate

Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process. To participate in a remote work arrangement, employees must reside in the United States. No remote work arrangement will be considered for working from outside the United States. This is a customer service position assisting a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity for growth by means of our Career Pathways. It's preferred that candidates are located near the Herzing University markets: Akron, OH Clarksville, TN New Orleans (Metairie), LA Atlanta, GA Kenosha, WI Orlando (Winter Park), FL Birmingham, AL Madison, WI Tampa, FL Brookfield, WI Nashville, TN A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzing's Online Division. Two Saturdays required per semester. EDUCATION and/or EXPERIENCE REQUIREMENTS: * Title IV administration preferred. * Associate's or Bachelor's degree preferred. QUALIFICATION REQUIREMENTS: * Excellent organizational and time management skills required. * Exceptional knowledge of Microsoft Office to include: Word, Excel and Outlook. * Experience/knowledge of Student Information Systems (CampusNexus & Regent preferred). * May be required to work nights and weekends. Compensation is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan. The hourly pay range for this position is $21.00 to $28.84. Click Here to learn more about careers at Herzing University. Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution. Physical Requirements: * Must be able to remain in a stationary position most of the time. * Must be able to occasionally move around the work location. * Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals. * Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone. * Visually or otherwise identify, observe and assess. * Occasionally move, carry, or lift 10 pounds. Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time. It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. *************************************** Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at *********************************

Job Description Job Title: Automotive Client Advisor Compensation: $60,000 - $120,000+ per year Primary Location: Elkton, KY (targeting applicants from Hopkinsville, TN) Employment Type: Full-Time Experience Level: Experienced / Skilled Service Advisor About the Role Walker Automotive, Inc. is seeking an Automotive Client Advisor to join our professional team in Elkton, KY, with a focus on candidates from the Hopkinsville, TN area. This role is ideal for a customer-focused professional who takes pride in providing clear guidance, building lasting trust, and ensuring an exceptional automotive service experience. Why Walker Automotive is Different Uncapped Earning Potential: $60,000 - $120,000+ per year through performance-based pay and profit-sharing, with opportunities to grow into higher pay plans. Comprehensive Benefits: Health insurance, paid holidays, paid vacation, and 40 hours of paid professional development annually. Professional, Team-Oriented Environment: Work alongside elite technicians in a state-of-the-art, organized, climate-controlled shop built on respect, collaboration, and clear workflow systems. Customer-Centric Culture: Advise customers rather than simply selling, ensuring every interaction reflects Walker Automotive's standard of excellence. Career Growth: Opportunities to expand your skills, take on leadership responsibilities, and grow within a company that invests in your development. Key Responsibilities Greet and assist every customer in a friendly, professional manner. Coordinate shop workflow efficiently using best-in-class systems. Prepare detailed, accurate estimates, work orders, and invoices. Explain vehicle inspection results clearly and help customers prioritize repairs. Order quality parts and manage inventory effectively. Ensure every vehicle is returned clean and meets quality standards. Build long-term client relationships and foster customer satisfaction. Qualifications Associate's degree or 3-5 years of relevant experience in sales, customer service, or automotive advising. Excellent interpersonal skills and a positive, team-oriented attitude. Professional demeanor suitable for representing a high-quality organization. Proficiency in Microsoft Word and Excel; ability to type 50+ words per minute accurately. Valid driver's license with an acceptable driving record. Apply Today If you live in or near Hopkinsville, TN and want to work for a respected, family-owned shop just a short drive away in Elkton, KY, apply now to become a trusted member of the Walker Automotive team. Keywords: Automotive Client Advisor, Service Advisor, Automotive Service Advisor, Customer Service Advisor, Auto Service Consultant, Automotive Customer Service, Vehicle Service Advisor, Automotive Front Desk Location Keywords: Hopkinsville KY, Elkton KY, Cadiz KY, Murray KY, Benton KY, Paducah KY, Clarksville TN, Western Kentucky automotive jobs, Tennessee automotive service careers #hc202408

Oakworth Capital Bank is growing has an excellent opportunity for someone to join our team in Nashville, TN! We are looking for a fulltime Commercial Banking Client Advisor that will play a vital role in helping grow the business, as well as supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (G olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic ). Summary: The Commercial Client Advisor would provide the highest level of client experience through personalized banking solutions to Oakworth clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships, in addition to a variety of tasks including those listed below: Key Roles/Responsibilities: Ensure execution of the Oakworth Model Execution of the business development approach Build book of business Provide extraordinary client experience Community Involvement Responsibility Details: Strengthen existing client relationships as well as maintain excellent business development skills to identify potential clients that fit the Oakworth relationship model. Analyze client financial statements in order to provide and implement financial recommendations. Work collaboratively with internal teams to enhance the client experience. High level of focus on the generation of new relationships and business to assist in meeting team goals: Attend Business Development team meetings prepared to contribute. Collaborate with Private Banking, Treasury Management, and Wealth Management teams. Conduct business development calls on prospective and current clients to assist in meeting established team goals. High focus on client service: Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance. Providing a high level of responsiveness returning calls and emails regarding client inquiries. Qualifications and Skills: Bachelor's degree or equivalent required 5+ years of experience of Commercial & Industrial (C&I) lending experience is preferred Previous commercial credit background is highly preferred Proficiency in Horizon or a similar Core Banking system and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform is preferred Proficiency in Microsoft Office suite is required Excellent Communication Skills - verbal, written, listening Team focused (collaborative, works well with others, supports team goals) Holistic approach to advising clients & providing solutions Drive to source, win, expand relationships Knowledgeable/Credible within their field (through experience, education, credentials in applicable area) Organizational skills Ability to utilize technology resources Equal Employment Opportunity Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law. Accommodations for Applicants Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact ******************* and we will be glad to assist. #LI-DNI

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests. 2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained. 4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 5. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6. Conduct branch training sessions and investment product educational seminars for clients and prospects. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills. 6. Competent skills in Microsoft Office software products. Preferred Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify

Job Description Are You a Leader who strives to bring out the best in people? Do you have a Passion to Help Others? As the Client Care Advisor, you will build and maintain meaningful relationships with clients and their families, coordinate all aspects of client care including introductions between clients and Care Pros, and conduct quality assurance visits. You will use a consultative sales approach to develop and continuously evaluate tailored service plans, ensuring they meet or exceed client needs. This role requires a balance of relationship-building, sales ability, problem-solving, and operational coordination to maintain Home Instead;s exceptional standard of care. As the face of Home Instead in the community, this team member must demonstrate our core value, Love (v.), in all interactions with internal and external customers and staff: patience, kindness, humility, selflessness, respectfulness, forgiveness, honesty and commitment. Key Responsibilities: Client Engagement & Relationship Building: Serve as a trusted advocate for clients, ensuring they receive the highest standard of care and support. Serve as the primary point of contact for clients and their families, building lasting, trust-based relationships. Conduct in-depth Care Consultations and service inquiries with potential clients and families, assessing needs, creating customized care plans, and executing the consultative sales process. Maintain consistent follow-up with potential clients and families who have not yet initiated services, ensuring ongoing support and engagement. Maintain consistent follow-up with designated RPN accounts ensuring ongoing support and engagement. Care Coordination & Quality Assurance: Oversee client service plans, ensuring that care is adapted as needs evolve. Collaborate with the care team, schedulers, and Care Pros to ensure seamless service delivery Conduct regular quality assurance visits and update documentation accordingly. Lead client and Care Pro introductions, ensuring a smooth and positive experience for both parties Collaboration & Problem-Solving: Work closely with Care Pros, healthcare professionals, and family members to create the best outcomes for clients. Address client concerns with empathy, professionalism, and proactive problem-solving. Identify opportunities to enhance care services and advocate for additional support when needed. Compliance & Documentation: Maintain accurate and up-to-date client records, including care assessments, service plans, quality assurance documentation, and Salesforce records. Adhere to all company policies, procedures, and compliance requirements. All other duties as assigned Qualifications: Training or experience in Healthcare Administration, Social Work, Gerontology, or a related field is preferred but not required. We value a variety of backgrounds and are open to candidates with relevant life or work experience. Prior experience in client services, healthcare, senior care, social work, or care coordination is strongly preferred. Sales Experience is a plus. Experience working directly with older adults, families, and caregivers is a plus. Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with client management software preferred. Other Requirements: Availability to work evenings or weekends as needed. Valid driver's license and reliable transportation (if client visits are required). Ability to maintain confidentiality and adhere to ethical business practices. Knowledge, Skills, and Abilities: Empathy and compassion - a genuine passion for serving older adults and their families. Exceptional communication skills- the ability to build trust and rapport with clients and families through clear, compassionate verbal and written communication. Strong problem-solving and organizational abilities - adept at managing multiple clients, priorities, and situations at once. Attention to detail - ensures accuracy in client records, care plans, and compliance documentation. Team-oriented mindset - able to collaborate effectively with Care Pros, office staff, team members. Must have the ability to establish good working relationships with Key Players, Care Professionals, Referral Sources, and Clients. Must have the ability to work independently, maintain confidentiality of information and meet deadlines Must have the ability to present a professional appearance and demeanor. Benefits! Competitive Wages Benefits including Health, Dental, Vision, & Life Insurance 401k with company match Paid Vacation and Holidays (including your birthday!) Join the fastest growing In Home Care Agency in the Greater Nashville Area! Call ************ or Apply today, we'd love to see Your Application! #CORP

We are seeking a Revenue Cycle Analyst who combines strong analytical skills with a passion for improving operational performance. In this role, you will analyze payer data, resolve claim denials, and transform insights into actionable strategies that drive revenue growth. The Revenue Cycle Analyst is charged with coordinating the analysis and effective resolution of denied claims with the purpose of reducing overall denials and increasing revenue. This includes interpreting payment and denial data down to the line-item detail, identifying payer and coding trends, risks, and opportunities, to implement operational or systematic improvements. You will have autonomy and ownership of your assigned payer portfolio in a full-time, remote capacity. JOB RESPONSIBILITIES: Analyze revenue cycle data across internal systems and payer portals to identify trends, patterns, and performance gaps to ensure timely and accurate reimbursement. Monitor claims, cash collections, denials, reimbursements, and payer behavior through daily and weekly reporting. Track KPIs such as days in A/R, denial rates, net collections, reimbursement timelines, credit balances, and payor policies such as NCD, LCD and other coverage policies impacting revenue. Responsible for prioritizing and managing to resolution denied claims with third party payors. Research, develop and maintain a solid understanding of payer requirements, including filing limit, claim processing logic, coordination of benefits requirements, patient responsibility, and authorization requirements. Identify appeal opportunities, providing compelling appeal language for third party payers. Conduct root-cause analysis for denials, rejections, underpayments, and delayed payments, recommending actionable solutions. Maintains action plans for improvements. Partner closely with internal stakeholders to improve clean-claim rates, streamline workflows, and enhance overall efficiency. Create SOP's, process flows and documentation to enhance denial processing efficiency. Partner with Managed Care on payer negotiations and behavior. Support ad hoc data requests and cross-functional initiatives for revenue cycle leadership. Compiles, maintains, and distributes reports to management on success of appeals and root cause analysis. Serves as subject matter expert of payer requirements.

The Specialist aids in scholarship and state grant awarding to include processing, cancelling, and reviewing requests. Responsibilities also include reviewing appeals for the Hope Scholarship, TN Promise, and TN Reconnect, as well as assisting students and families with any questions they have concerning state awards. Primary Duties and Responsibilities: Determine state award eligibility by reviewing TN FAST and Banner Ellucian systems. Review TN FAST to determine whether student records need updated and whether students are eligible. Review student files in Banner to ensure they are eligible based on ACT and/or high school GPA. Review the files of continuing students to ensure they meet continuing eligibility requirements. Certify students in TN FAST to receive Hope Scholarship and TSAA Grant payments from the Tennessee Student Assistance Corporation (TSAC). Generate and process withdrawal reports through Argos reporting system. Make appropriate state award adjustments when there is a change to a student's eligibility Process incoming state award appeals to be sent to the internal review board (IRB). Ensure all documentation needed has been received Review incoming Regain Request Forms and process them once a student has reached the next benchmark. Process incoming Non-Traditional Hope Scholarship Request forms. Review to determine eligibility. Process incoming Repeat/Exclusion forms. Process bracket reports at the end of each term. Review students individually to ensure they have met the continuing eligibility criteria for state awards. Process TSAA Grant awards including posting of the award, making necessary adjustments, and performing reconciliation of the grant funds. Perform other related duties as assigned. Knowledge, Skills, and Abilities: Ability to efficiently operate a personal computer and associated software (Outlook, Word, Excel, etc.) and Ellucian Banner. Ability to communicate effectively and appropriately. Ability to maintain confidentiality of records and information. Ability to interact in an effective and appropriate manner with diverse populations, the University community and the public. Ability to detect and correct grammatical and spelling errors in written correspondence. Ability to maintain files accurately. Ability to handle multiple tasks simultaneously. Ability to effectively supervise and motivate students as appropriate. Ability to accurately process applications. Ability to understand and disseminate information about federal and state regulations. Physical Requirements: Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Minimum Qualifications: Associate's Degree or a minimum of two years of college study. Prior financial aid experience preferred. A background check will be required of the successful applicants.

Essential Principal Duties (non-exempt) or Essential Accountabilities (exempt) Monitors, analyzes, and manages operating costs to ensure financial efficiency and alignment with organizational budgetary objectives. Collaborates with Cross-Functional teams to identify cost-saving opportunities and ensure adherence to established cost-management protocols. Provides clear, data-driven financial insights and reporting to support strategic decision-making and sustain profitability. Prepares, monitors, and refines budgets and forecasts to maintain alignment with financial targets and project milestones. Tracks and evaluates actual expenditures against budgeted amounts to identify variances, determine root causes, and recommend corrective actions. Develops and implements cost-control strategies to improve operational efficiency and reduce waste across departments and projects. Supports monthly and annual accounting close processes, including the preparation of reclassification and accrual journal entries. Provides departmental support for capital project management and inventory tracking Essential Principal Skills and Abilities This position requires strong technical, communication, and interpersonal skills. The position will be able to perform advanced or specialized work that requires knowledge of manufacturing operations and systems. The position will be able to develop nonstandard reports and analysis, provide work direction to others, and design accounting information systems needed for new processes. The incumbent must possess the ability to understand complex accounting issues and provide effective leadership and consultation to others. Education and/or Experience 3+ years experience in accounting is desired. Bachelor's degree in accounting is required. Essential Physical, Sensory and Mental Requirements Incumbent will sit six hours, stand one hour, and walk one hour a day. May lift and carry up to 15 pounds five minutes per day. Will use telephone one hour per day. Will use computer at least four hours per day. Requires good vision, hearing, and speaking. Must read, write, and do math. Will primarily work indoors at a desk within a comfortable office environment; however must be able to also work in the plant environment periodically.

Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security. * 3 out of 4 of our Financial Advisors are veterans or military spouses. * With 165+ offices nationwide, many are located near military installations. First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters. What our Financial Advisors do: * They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. * They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected * They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office. * They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. * They coach military families on how to build a comprehensive financial plan that includes: * Savings/banking * Investments/wealth management * Insurance/risk management What we offer: * We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. * We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process. * You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses. * Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. * As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period. What to expect after training: * At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. * There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. * We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities. * Set your own schedule to manage work-life balance. * Portable career opportunities throughout the United States which allow your career to move with you. Desired Qualifications: * Military experience or affiliation * Bachelor's degree * Proven leadership skills Learn more about First Command: First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command. #LI-AS1 2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC). Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site. In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd. SIPC - Securities Investor Protection Corporation Securities Investor Protection Corporation

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term. MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB. Have you ever considered a career where you can help others prepare for life's unexpected moments? One that helps clients reach their financial goals so their children will be able to attend college; mortgage and medical expenses will be paid; and their retirement dreams are possible. Whether you're thinking about a career change or looking to expand your practice, we offer start-up support and resources and a complete, diversified portfolio of products to help you make the transition. As a Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence and unlimited income potential. Job Description As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can't be off shored or outsourced. At Capital Financial Group, a MassMutual general agency, you'll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. RESPONSIBILITIES • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact gathering and needs analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications JOB REQUIREMENTS • Strong interpersonal skills and customer service focus • Market development/networking abilities • Presentation and organization skills • Strong work ethic, self-motivated and goal-oriented • BA, BS, and/or graduate degree or equivalent work experience required Additional Information CHARACTERISTICS WE LOOK FOR We are consistently looking for the best and brightest talent to join our firm which means we are looking for the individual who: • Conducts business with integrity • Has a high energy level, is confident and competitive • Is likeable, favorably known, and established in the area • Listens well and communicates with excellence • Is self-motivated, disciplined, and shows initiative • Has a strong professional background and business maturity • Has a strong desire to build their own business • Has the ability to prospect • Maintains a positive outlook on the future • Takes 100% responsibility for their actions • Passionate

To participate in a remote work arrangement, employees must reside in the United States. No remote work arrangement will be considered for working from outside the United States. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process. This is a customer service position assisting a diverse student population. In this role you will primarily support students receiving funding through Herzing University community partnerships by providing personalized guidance on financial aid options. This role is ideal for someone who thrives in a fast-paced, student-focused environment and excels at clear, proactive communication. Financial Aid Advisors receive onboarding support through our On-the-Job Training Program and have opportunity for growth by means of our Career Pathways. Hours: A 40-hour per week schedule during typical business hours, Monday through Friday, 8AM to 4:30PM CST with one late night scheduled 10:30AM to 7PM. Requirements: * High school diploma, Bachelor's degree preferred. * Title IV administration preferred. * Great customer services skills and experience. * Excellent organizational and time management skills. * Exceptional knowledge of Microsoft Office including Word, Excel and Outlook. * Experience/knowledge of Student Information Systems (CampusNexus & Regent preferred). Compensation is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan with company match. The hourly pay range for this position is $19.56 to $28.85. Click Here to learn more about careers at Herzing University. Physical Requirements: * Must be able to remain in a stationary position most of the time. * Must be able to occasionally move around the work location. * Constantly operates office and/or teach equipment which may include computers, copiers, fax machines, audio/visuals. * Frequently uses voice and hearing to communicate with students, staff or colleagues face-to-face or over the telephone. * Visually or otherwise identify, observe and assess. * Occasionally move, carry, or lift 10 pounds. Herzing University is committed to providing a diverse environment and is dedicated to fostering a culture and atmosphere of mutual respect. It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution. Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time. It is the university's practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. *************************************** Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at *********************************

Job Title: Automotive Client Advisor Compensation: $60,000 - $120,000+ per year Primary Location: Elkton, KY (targeting applicants from Hopkinsville, TN) Employment Type: Full-Time Experience Level: Experienced / Skilled Service Advisor About the Role Walker Automotive, Inc. is seeking an Automotive Client Advisor to join our professional team in Elkton, KY, with a focus on candidates from the Hopkinsville, TN area. This role is ideal for a customer-focused professional who takes pride in providing clear guidance, building lasting trust, and ensuring an exceptional automotive service experience. Why Walker Automotive is Different Uncapped Earning Potential: $60,000 - $120,000+ per year through performance-based pay and profit-sharing, with opportunities to grow into higher pay plans. Comprehensive Benefits: Health insurance, paid holidays, paid vacation, and 40 hours of paid professional development annually. Professional, Team-Oriented Environment: Work alongside elite technicians in a state-of-the-art, organized, climate-controlled shop built on respect, collaboration, and clear workflow systems. Customer-Centric Culture: Advise customers rather than simply selling, ensuring every interaction reflects Walker Automotive's standard of excellence. Career Growth: Opportunities to expand your skills, take on leadership responsibilities, and grow within a company that invests in your development. Key Responsibilities Greet and assist every customer in a friendly, professional manner. Coordinate shop workflow efficiently using best-in-class systems. Prepare detailed, accurate estimates, work orders, and invoices. Explain vehicle inspection results clearly and help customers prioritize repairs. Order quality parts and manage inventory effectively. Ensure every vehicle is returned clean and meets quality standards. Build long-term client relationships and foster customer satisfaction. Qualifications Associate's degree or 3-5 years of relevant experience in sales, customer service, or automotive advising. Excellent interpersonal skills and a positive, team-oriented attitude. Professional demeanor suitable for representing a high-quality organization. Proficiency in Microsoft Word and Excel; ability to type 50+ words per minute accurately. Valid driver's license with an acceptable driving record. Apply Today If you live in or near Hopkinsville, TN and want to work for a respected, family-owned shop just a short drive away in Elkton, KY, apply now to become a trusted member of the Walker Automotive team. Keywords: Automotive Client Advisor, Service Advisor, Automotive Service Advisor, Customer Service Advisor, Auto Service Consultant, Automotive Customer Service, Vehicle Service Advisor, Automotive Front Desk Location Keywords: Hopkinsville KY, Elkton KY, Cadiz KY, Murray KY, Benton KY, Paducah KY, Clarksville TN, Western Kentucky automotive jobs, Tennessee automotive service careers

Oakworth Capital Bank is expanding the team in Nashville, TN and has an excellent opportunity for someone to join our team! We are looking for a fulltime Wealth Advisor that will play a vital role in helping grow the business, as well as supporting our current & future clients. An ideal candidate would meet the qualifications listed below, and more importantly, be able to demonstrate that they live by Oakworth Core Values (G olden Rule, Character, Innovative Spirit, Professionalism, Work Ethic ). Summary: The Wealth Client Advisor would provide the highest level of client experience through personalized wealth services to Oakworth clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships, in addition to a variety of tasks including those listed below: Key Roles/Responsibilities: Ensure execution of the Oakworth Model Execution of the business development approach Build book of business Provide extraordinary client experience Community Involvement Responsibility Details: Evaluates needs of potential clients and offers appropriate financial products and services. High focus on client service: Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance. Providing a high level of responsiveness returning calls and emails regarding client inquiries. Responsible for providing advice on topics such as personal finance and wealth management - particularly in areas of investments, retirement, cash flow, charitable endeavors, education planning, insurance and estate planning. Provide education to the client on the offered investment strategies and conduct client reviews. Informs and advises clients of status or enhancements to current portfolio performance and activities within their wealth accounts. Promotes and educates clients on established services and collaborates with Banking and Advisory Services to meet client needs. Generates new business to assist in meeting team goals: Attend Business Development team meetings prepared to contribute. Collaborates with banking team regarding Wealth referrals. Conducts business development calls on prospective and current clients to assist in meeting established team goals. Qualifications and Skills: Bachelor's degree required 7+ years of experience in the financial industry CFP, CFA, MBA, or JD would add value to this role Proficiency in Black Diamond, eMoney, and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform preferred Proficiency in Microsoft Office suite is required Excellent Communication Skills - verbal, written, listening Team focused (collaborative, works well with others, supports team goals) Holistic approach to advising clients & providing solutions Drive to source, win, expand relationships Knowledgeable/Credible within their field (through experience, education, credentials in applicable area) Organizational skills Ability to utilize technology resources Equal Employment Opportunity Oakworth is committed to a policy of equal employment opportunity for all associates and applicants in accordance with applicable federal, state, and local law. Accommodations for Applicants Accommodations are available upon request for applicants who may need support during the hiring process. If you would like to request an accommodation, please contact ******************* and we will be glad to assist. #LI-DNI

**The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.** Need Help? (*************************************************** _If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)_ _(accommodation requests only; other inquiries won't receive a response)._ **Regular or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift (United States of America) **Please review the following job description:** Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified self-sourced prospecting as well as through referrals from retail partners, ensuring alignment to the client segmentation model and the client's best interests. 2. Utilize a consultative sales process to partner with clients to review investment plans on a regular basis. 3. Implement investment decisions promptly and accurately, properly record transactions and inquiries, and ensure client files are correctly completed and maintained. 4. Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 5. Establish strong partnerships with retail branch teammates and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 6. Conduct branch training sessions and investment product educational seminars for clients and prospects. 7. Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience. 2. FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience. 5. Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal and relationship management skills. 6. Competent skills in Microsoft Office software products. Preferred Qualifications: 1. Banking experience 2. Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc. **General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:** All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (***************************** . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. **_Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace._** EEO is the Law (************************************************************************************************** Pay Transparency Nondiscrimination Provision (*********************************************************************************************** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf)